Liberty Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Liberty Wealth Management’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-67	Closed	-$3K	–	1124
2021 Q3	$3K	Buy	67 +1	+2%	+$46	﹤0.01%	1032
2021 Q2	$3K	Buy	66 +1	+2%	+$43	﹤0.01%	883
2021 Q1	$2K	Hold	65	–	–	﹤0.01%	840
2020 Q4	$2K	Buy	65 +1	+2%	+$36	﹤0.01%	837
2020 Q3	$2K	Hold	64	–	–	﹤0.01%	783
2020 Q2	$2K	Hold	64	–	–	﹤0.01%	756
2020 Q1	$2K	Hold	64	–	–	﹤0.01%	754
2019 Q4	$2K	Hold	64	–	–	﹤0.01%	791
2019 Q3	$3K	Hold	64	–	–	﹤0.01%	714
2019 Q2	$2K	Hold	64	–	–	﹤0.01%	782
2019 Q1	$2K	Hold	64	–	–	﹤0.01%	648
2018 Q4	$1K	Buy	+64	New	+$2.07K	﹤0.01%	729

Other funds holding XLRE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return